Position in ET
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,493
-$292 QoQ
Shares Held
1,010
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $19,493 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
1,010 | $19,493 |
All Filings in ET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,493 | 1,010 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $19,785 | 1,010 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||